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Personal CRM

Welcome to the Personal CRM template! Whether you'd like to keep in touch with former coworkers or reach out to people you met at an industry event, this template helps you perfectly organize your relationships in the way that makes sense for you.

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Customer development CRM

Inspired by Steve Blank, this customer development CRM is a single source of truth for managing customer discovery conversations. Use this customer development CRM to keep track of all your potential customers, manage customer discovery conversations, extract and categorize useful nuggets (problem statements), and turn those problems into actionable features on your product development roadmap.

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Lightweight CRM

Welcome to the Lightweight CRM template! This template is perfect for startup founders, entrepreneurs, and small business owners who need to manage relationships of all types.

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Sales Pipeline - CRM

Explore the "Sales Pipeline - CRM " base on Airtable.

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Personal CRM

Keep track of prospective deals including contacts, valuations, notes, and attachments. Add links to Crunchbase and LinkedIn profiles. Best of all, you can easily adapt this template to your exact workflow.

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Sales CRM Dashboard

This base grafts a dashboard onto the standard Airtable [Sales CRM](https://airtable.com/templates/sales-and-customers/expvjTzYAZareV1pt/sales-crm) template in demonstration of some simple visualizations possible with the standard service. ### Design and Methodology The dashboard makes use of the kanban view's "dense card" feature where only fields with values are displayed.

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Sales CRM V2​ (with Quotation)

ตัวอย่าง การใช้ Airtable ทำ CRM สำหรับการขายอสังหาริมทรัพย์ ประกอบไปด้วยตารางดังนี้ - Customer - Sales Agent - Property Unit

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Studio CRM

Explore the "Studio CRM" base on Airtable.

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CRM copy

Explore the "CRM copy" base on Airtable.

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Revenue Growth Strategy Template

This template shows you how to manage your entire RFP (request for proposal) process in Airtable. The template is based on a fictional creative agency that's responding to an RFP for managing the social media & growth campaigns for a new hit TV show, Penny Rx.

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Flatfile CRM Demo

Explore the "Flatfile CRM Demo" base on Airtable.

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CRM Template

This base is being built out as the primary CRM for a SMB organization. It is intended to be the primary base for prospects, customers, and their related sales and support transactions. There is a Script used behind a Button Field on Web Leads called "Convert Lead". The script is documented at https://scotthemmeter.com/2021/09/30/airtable-creating-a-crm-part-4-convert-the-web-lead/.

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Build an easy, effective CRM tool

Before we meet, take a few minutes to "build" out a perfect CRM system. Use your own words, use your company culture and your own priorities. Identify what is most important to your growth and build the CRM from that starting point.

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MAD Master Template

Explore the "MAD Master Template" base on Airtable.

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Content Planning/delivery template

Explore the "Content Planning/delivery template" base on Airtable.

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Twilio's Lightweight CMS

Explore the "Twilio's Lightweight CMS" base on Airtable.

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Content Planning/delivery template

Explore the "Content Planning/delivery template" base on Airtable.

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